Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,261
Closed -$331K 212
2024
Q4
$331K Sell
6,261
-13,400
-68% -$709K 0.01% 605
2024
Q3
$1.09M Buy
+19,661
New +$1.09M 0.06% 257